Managing Director, FP&A; & Strategic Support

About the Company

Creative financial services company

Industry
Financial Services

Type
Privately Held, VC-backed

Founded
1999

Employees
1001-5000

Categories

- Financial Services
- Investment Banking
- Securities
- Finance
- Brokerage
- Investing
- Consulting & Professional Services
- Brokerages

Specialties

- brokerage
- stocks
- options
- forex
- gold
- tax free savings accounts
- and registered accounts

About the Role

The Company is seeking a Managing Director, FP&A; and Strategic Support to serve as a senior finance leader and strategic delegate to the CFO, advising executives and representing Finance across enterprise initiatives. The role leads corporate financial planning, capital management, and finance business partnering, including annual budgets, rolling forecasts, and long-term financial and capital plans. Responsibilities include guiding capital allocation and performance optimization, integrating AI and advanced analytics into finance processes, and overseeing regulatory capital planning, stress testing,



and related compliance frameworks. The Managing Director will also partner with business leaders on pricing and investment decisions, modernize planning processes, and build and mentor high-performing teams.

Candidates should have a post-secondary degree in Accounting, Finance, Economics, or a related quantitative field, along with 10–12 or more years of progressive corporate finance and strategic planning experience. Experience in regulated financial services and at least seven years of leadership, team development, and mentoring are required. Applicants should bring expertise in regulatory capital frameworks, capital adequacy, and enterprise planning platforms, as well as a strong focus on transformation, automation, controls, and model validation. A CFA and/or CPA designation is preferred.

Hiring Manager Title
Chief Financial Officer (CFO)

Functions

- Finance
- Strategy

📌 Managing Director, FP&A (Toronto)
🏢 Important Group
📍 Toronto